Fill in the new document

  1. At a minimum, you should specify the Owner, Number, Document name (title), Revision and Lifecycle phase on the General tab.

    The document type that you've selected determines various document attributes. If you select a partner as the Owner, then some features (such as the 123 "AutoNumber" button) may be disabled.

    It's often acceptable to change the revision or lifecycle from the assigned values. For example, if you're creating a new iteration simply to promote a record to a new lifecycle (say, from Preliminary to Production), then you may modify the lifecycle and restore the previous revision to indicate that the technical content hasn't changed.

  2. If you need to apply security access settings associated with a Product Family collection member, drag the member from the Collection Explorer and drop it on the Product families list box.

  3. Provide additional information or keywords in the Release description and Revision area that can be used to help users search for this document.

  4. Use the data on the Attributes tab to identify people and organizations that affect the document's contents, and identify and access rights that control document distribution or usage.

  5. To create a new task, drag a Person member from the Collection Explorer, and drop it in an empty area on the Tasks list. Enter the Assigned to, Due date, Status, Priority and Task description values.

    The assigned task appears in the Item Explorer's Tasks list until the task is completed or canceled, or the item is released.

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